Janus Henderson Group PLC Boosts Stake in Energizer Holdings, Inc. $ENR

Janus Henderson Group PLC lifted its position in Energizer Holdings, Inc. (NYSE:ENR) by 1,561.6% in the 1st quarter, Holdings Channel reports. The fund owned 453,952 shares of the company’s stock after acquiring an additional 426,632 shares during the quarter. Janus Henderson Group PLC’s holdings in Energizer were worth $7,454,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Amundi boosted its position in shares of Energizer by 54.4% during the first quarter. Amundi now owns 29,923 shares of the company’s stock valued at $491,000 after purchasing an additional 10,547 shares in the last quarter. California State Teachers Retirement System raised its holdings in Energizer by 36.7% in the first quarter. California State Teachers Retirement System now owns 81,360 shares of the company’s stock worth $1,336,000 after purchasing an additional 21,825 shares in the last quarter. Readystate Asset Management LP raised its holdings in Energizer by 153.1% in the first quarter. Readystate Asset Management LP now owns 41,166 shares of the company’s stock worth $676,000 after purchasing an additional 24,901 shares in the last quarter. Quantinno Capital Management LP lifted its position in Energizer by 139.3% during the first quarter. Quantinno Capital Management LP now owns 50,480 shares of the company’s stock valued at $829,000 after buying an additional 29,387 shares during the period. Finally, SummitTX Capital L.P. lifted its position in Energizer by 2.3% during the first quarter. SummitTX Capital L.P. now owns 34,246 shares of the company’s stock valued at $562,000 after buying an additional 781 shares during the period. Hedge funds and other institutional investors own 93.74% of the company’s stock.

Energizer Stock Up 4.8%

Shares of Energizer stock opened at $22.61 on Thursday. The company has a 50-day simple moving average of $20.62 and a two-hundred day simple moving average of $19.81. The stock has a market capitalization of $1.55 billion, a PE ratio of 19.16 and a beta of 0.75. Energizer Holdings, Inc. has a 52-week low of $15.75 and a 52-week high of $30.29. The company has a debt-to-equity ratio of 16.22, a quick ratio of 1.03 and a current ratio of 2.07.

Energizer (NYSE:ENR) last posted its quarterly earnings results on Tuesday, August 4th. The company reported $0.75 EPS for the quarter, missing analysts’ consensus estimates of $0.83 by ($0.08). The firm had revenue of $734.10 million for the quarter, compared to analysts’ expectations of $720.29 million. Energizer had a net margin of 2.73% and a return on equity of 122.63%. The company’s quarterly revenue was up 1.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.13 EPS. Energizer has set its Q4 2026 guidance at 1.250-1.350 EPS and its FY 2026 guidance at 3.600-3.600 EPS. On average, analysts anticipate that Energizer Holdings, Inc. will post 3.6 EPS for the current fiscal year.

Energizer Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 9th. Shareholders of record on Wednesday, August 19th will be paid a dividend of $0.30 per share. This represents a $1.20 annualized dividend and a yield of 5.3%. The ex-dividend date is Wednesday, August 19th. Energizer’s dividend payout ratio (DPR) is currently 43.96%.

Insider Buying and Selling

In other Energizer news, major shareholder Aqua Capital, Ltd. bought 60,000 shares of Energizer stock in a transaction on Thursday, July 23rd. The stock was acquired at an average price of $20.25 per share, with a total value of $1,215,000.00. Following the acquisition, the insider owned 7,940,000 shares in the company, valued at approximately $160,785,000. This trade represents a 0.76% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. In the last quarter, insiders acquired 538,681 shares of company stock worth $10,406,791. Company insiders own 1.63% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently weighed in on ENR shares. Morgan Stanley reaffirmed a “negative” rating and issued a $21.00 target price on shares of Energizer in a research report on Tuesday. JPMorgan Chase & Co. lifted their price target on shares of Energizer from $19.00 to $22.00 and gave the company a “neutral” rating in a research report on Thursday, July 16th. Barclays boosted their price objective on shares of Energizer from $18.00 to $19.00 and gave the stock an “equal weight” rating in a research note on Tuesday, July 21st. Canaccord Genuity Group set a $18.00 target price on shares of Energizer in a research note on Wednesday. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of Energizer in a report on Wednesday, June 24th. Six investment analysts have rated the stock with a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Energizer currently has an average rating of “Reduce” and a consensus target price of $21.50.

More Energizer News

Here are the key news stories impacting Energizer this week:

• Positive Sentiment: Fiscal third-quarter net sales rose 1.2% year over year to $734.1 million, exceeding analysts’ expectations of approximately $720.3 million. Organic sales increased 2.7%, suggesting underlying demand remained positive despite a slower battery and consumer-products market. Energizer fiscal 2026 third-quarter results
• Positive Sentiment: Energizer maintained fiscal 2026 adjusted EPS guidance at $3.60, slightly above the current consensus estimate of $3.51. Management also reiterated its expectation that full-year adjusted EPS and EBITDA will be at the low end of their previously issued ranges, reducing the risk of a larger forecast cut. Energizer earnings and revenue results
• Neutral Sentiment: The company’s Q3 results and earnings call highlighted organic growth amid a broader category slowdown. Investors are weighing resilient sales against weaker profitability and the need for continued cost management. Energizer Q3 2026 earnings call transcript
• Negative Sentiment: Adjusted Q3 EPS of $0.75 missed the consensus estimate of $0.83–$0.86 and declined from $1.13 a year earlier; reported GAAP EPS was $0.58. Gross margin was 38.2%, or 39.2% on an adjusted basis, as unfavorable product mix and margin compression offset sales growth. Energizer Q3 earnings miss
• Negative Sentiment: Fourth-quarter adjusted EPS guidance of $1.25–$1.35 was below the $1.42 analyst consensus, while the fiscal-year organic sales outlook was lowered. These factors indicate that profitability and near-term growth remain pressured even though the full-year EPS target stayed above consensus. Energizer fiscal outlook

Energizer Profile

Energizer Holdings, Inc is a global consumer products company best known for its portfolio of portable power and lighting solutions. The company’s primary business activities include the design, manufacture and marketing of batteries under the Energizer and Rayovac brands, as well as portable lighting products such as flashlights, headlamps and lanterns. Energizer also produces a range of automotive appearance and protection products, including tire inflators and repair kits, along with personal care offerings like aerosol insect repellents and sunscreen under licensed brands.

Founded in 2000 through the spin-off of the battery business from Ralston Purina Company, Energizer has grown through both organic development and strategic acquisitions.